Accordant Investments LLC
Accordant Investments LLC is an SEC-registered asset manager in Scottsdale, AZ with $186.4M assets under management (AUM, regulatory AUM), +257% over one year. See who owns Accordant Investments LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325678, SEC 801-128031, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $186.4M (2026-03-25)
- Firm type
- Asset Manager
- Location
- Scottsdale, AZ
- Employees
- 17
- Clients
- 1
- CRD
- 325678
- Ownership
- PRVWLTH MANAGEMENT LLC; HIME, JAMES, A; HOLLAND, JEFF; ACCORDANT INVESTMENTS LLC; Madan, Puja
How much AUM does Accordant Investments LLC have?
Accordant Investments LLC reported $186.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Accordant Investments LLC?
Disclosed owners and executives of Accordant Investments LLC include PRVWLTH MANAGEMENT LLC, HIME, JAMES, A, HOLLAND, JEFF, ACCORDANT INVESTMENTS LLC, Madan, Puja. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.